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sfi.db/filings 45284 Beth L Kotis 2024 2024-01-01T00:00:00   1 Kotis Beth L (617) 878-0246 beth.kotis@jud.state.ma.us You indicated that you had no dependent child(ren) residing in your household at any time during 2024. Page 1 of 20 Administrative Office of the Trial Court (AOTC) 1 Pemberton Square, 1M, Boston, MA, MA, 02108, US Director of Communications 07/29/2024 Page 2 of 20 Page 3 of 20 F, S/C F, S/C Page 4 of 20 Page 5 of 20 Page 6 of 20 Page 7 of 20 Page 8 of 20 Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Apple Inc. Common Stock(AAPL) F, S/C Intel Corporation - Common Stock(INTC) F, S/C Toronto Dominion Bank (The) Common Stock(TD) F, S/C Regions Financial Corporation Common Stock(RF) F, S/C Pfizer, Inc. Common Stock(PFE) F, S/C Sprott Focus Trust, Inc. Closed End Fund(FUND) F, S/C Page 9 of 20 Morgan Stanley Insti Liq Fds, Treasury Sec Ptf Insti Cl(MSUXX) F, S/C Amazon.com, Inc. - Common Stock(AMZN) F, S/C BlackRock Science and Technology Trust Common Shares of Beneficial Interest(BST) F, S/C Meta Financial Group, Inc. Common Stock(CASH) F, S/C Visa Inc.(V) F, S/C Vornado Realty Trust Common Stock(VNO) F, S/C Air Products and Chemicals, Inc. Common Stock(APD) F, S/C Amgen Inc. Common Stock(AMGN) F, S/C Page 10 of 20 CME Group Inc. Class A Common Stock(CME) F, S/C Ecolab Inc. Common Stock(ECL) F, S/C Exxon Mobil Corporation Common Stock(XOM) F, S/C General Dynamics Corporation Common Stock(GD) F, S/C The Hershey Company Common Stock(HSY) F, S/C JP Morgan Chase & Co. Common Stock(JPM) F, S/C McDonald's Corporation Common Stock(MCD) F, S/C Microsoft Corporation Common Stock(MSFT) F, S/C Page 11 of 20 T-Mobile US, Inc. Common Stock(TMUS) F, S/C Honeywell International Inc. Common Stock(HON) F, S/C Southern Company (The) Common Stock(SO) F, S/C Texas Instruments Incorporated Common Stock(TXN) F, S/C Truist Financial Corp (TFC) F, S/C Procter & Gamble Company (The) Common Stock(PG) F, S/C NextEra Energy, Inc. Common Stock(NEE) F, S/C Wal-Mart Stores, Inc. Common Stock(WMT) F, S/C Page 12 of 20 Medtronic plc. Ordinary Shares(MDT) F, S/C Merck & Company, Inc. Common Stock (new)(MRK) F, S/C Nike, Inc. Common Stock(NKE) F, S/C iShares Core S&P Small-Cap ETF(IJR) F, S/C iShares Currency Hedged MSCI ACWI ex U.S. ETF(HAWX) F, S/C iShares Core S&P Small-Cap ETF(IJR) F, S/C Schwab U.S. Large-Cap Growth ETF(SCHG) F, S/C Schwab U.S. Large-Cap Value ETF(SCHV) F, S/C Page 13 of 20 iShares MSCI USA Minimum Volatility ETF(USMV) F, S/C BlackRock Funds II, BlackRock Multi-Asset Income Ptf Insti(BIICX) F, S/C BlackRock Investment Grade Bond Portfolio Institutional Shares(BLDIX) F, S/C Eaton Vance High Yield Municipal Income Fund Class I(EIHYX) F, S/C BlackRock Funds II, BlackRock Multi-Asset Income Ptf Insti(BIICX) F, S/C BlackRock Investment Grade Bond Portfolio Institutional Shares(BLDIX) F, S/C Eaton Vance High Yield Municipal Income Fund Class I(EIHYX) F, S/C NVIDIA Corporation Common Stock(NVDA) F, S/C Page 14 of 20 Amazon.com, Inc. - Common Stock(AMZN) F, S/C Page 15 of 20 Page 16 of 20 Page 17 of 20 Page 18 of 20 Page 19 of 20 I, Beth L Kotis, certify under the pains and penalties of perjury that: Submitted: 04/21/2025 Page 20 of 20    
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